Interact to see
Advertisement
Advertisement
OISVX vs VSCAX
OISVX vs VSCAX Comparison
Open Charts OISVX vs VSCAX
Optimum Small-Mid Cap Value Instl
Price$14.70
Change+$0.22 (+1.52%)
VolumeN/A
Net Assets600.31M
Invesco Small Cap Value A
Price$27.30
Change+$0.56 (+2.09%)
VolumeN/A
Net Assets8.08B
OISVX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OISVX vs. VSCAX commentary
Dec 05, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OISVX is a Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.08B vs. OISVX (600M). OISVX pays higher dividends than VSCAX: OISVX (0.94) vs VSCAX (0.31). OISVX was incepted earlier than VSCAX: OISVX (22 years) vs VSCAX (26 years). OISVX (1.33) is less costly to investors than VSCAX (1.10). OISVX is a more actively managed with annual turnover of: 117.00 vs. VSCAX (52.00). OISVX has a lower initial minimum investment than VSCAX: OISVX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 1.86 vs. OISVX (-11.02). VSCAX return over 5 years is better than : 78.31 vs. OISVX (11.50).
| OISVX | VSCAX | OISVX / VSCAX | |
| Total Expense Ratio | 1.24 | 1.10 | 113% |
| Annual Report Gross Expense Ratio | 1.33 | 1.10 | 121% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 2.368 | 16.121 | 15% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 600M | 8.08B | 7% |
| Annual Yield % from dividends | 0.94 | 0.31 | 306% |
| Returns for 1 year | -11.02 | 1.86 | -591% |
| Returns for 3 years | 1.10 | 39.04 | 3% |
| Returns for 5 years | 11.50 | 78.31 | 15% |
| Returns for 10 years | 20.38 | 45.54 | 45% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BAUUX | 30.24 | 0.35 | +1.17% |
| Brown Advisory Small-Cap Fdmtl Val Instl | |||
| PHLOX | 12.28 | 0.08 | +0.66% |
| Philotimo Focused Growth and Income | |||
| CFIHX | 80.91 | 0.40 | +0.50% |
| American Funds Capital Income Bldr F3 | |||
| PRLAX | 24.06 | 0.09 | +0.38% |
| T. Rowe Price Latin America | |||
| OGMYX | 55.82 | -0.25 | -0.45% |
| Invesco Gold & Special Minerals Y | |||